This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | NONE | $47K | — |
| ZENITH AMERICAN SOLUTIONS INC | 52-1590516 | — | NONE | $26K | — |
| HIGHLAND CAPITAL ADVISORS, LLC | 20-4284376 | — | NONE | $14K | — |
| WASHINGTON CAPITAL MANAGEMENT, INC. | 91-1042342 | — | NONE | $14K | — |
| SENTINEL REAL ESTATE CORPORATION | 27-2876245 | — | NONE | $14K | — |
| PLATFORM CPA'S LLP |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| NT COLLTVE S&P 500 INDEX FUND NL NOTERHN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 003 | Common Collective Trust | $2.4M | 12.5% |
| WA CAPITAL JMT REAL ESTATE EQUITY |
| 88-4342576 |
| — |
| NONE |
| $12K |
| — |
| LOOMIS SAYLES TRUST COMPANY | 20-8080381 | — | NONE | $12K | — |
103-12 Investment Entity |
| $1.4M |
| 7.4% |
| LOOMIS SAYLES SMALL MIDCAP CORE TR LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 005 | Common Collective Trust | $1.2M | 6.2% |
| HARRIS ASSOCIATES COLLTVE INV TR SEI TRUST COMPANY · EIN 26-4757392 / PN 037 | Common Collective Trust | $1.0M | 5.4% |
